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Basecamp Wealth Advisors’s M&T Bank MTB Stock Holding History

Basecamp Wealth Advisors’s Portfolio MTB Stock Details MTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$166K Sell
699
-5
-0.7% -$1.09K 0.03% 298
2026
Q1 		$146K Hold
704
– – 0.03% 316
2025
Q4 		$142K Buy
+704
New +$134K 0.03% 311

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Basecamp Wealth Advisors's MTB Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its M&T Bank (MTB) stake by 0.71% in Q2 2026, selling an estimated $1.09K and leaving 699 shares worth $166K. The position accounts for 0.03% of the portfolio, ranked #298.

Basecamp Wealth Advisors first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,156 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Basecamp Wealth Advisors held 699 shares of M&T Bank worth $166K as of Q2 2026.
  • Basecamp Wealth Advisors sold 5 M&T Bank shares in Q2 2026, an estimated $1.09K.
  • M&T Bank made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #298 holding.
  • Basecamp Wealth Advisors first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
  • 1,156 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.